IPC

Independent Portfolio Consultants Portfolio holdings

AUM $241M
1-Year Est. Return 21.8%
This Quarter Est. Return
1 Year Est. Return
+21.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$337M
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$1.92M
3
+$1.86M
4
RWM icon
ProShares Short Russell2000
RWM
+$1.71M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.56M

Top Sells

1
+$7.03M
2
+$5.36M
3
+$4.54M
4
AMZN icon
Amazon
AMZN
+$3.51M
5
AAPL icon
Apple
AAPL
+$3.42M

Sector Composition

1 Consumer Discretionary 13.25%
2 Industrials 13.09%
3 Financials 11.18%
4 Technology 9.68%
5 Healthcare 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.01M 0.3%
30,236
-20,543
102
$1M 0.3%
18,182
-1,630
103
$1M 0.3%
14,359
-17,135
104
$992K 0.29%
34,240
-38,705
105
$988K 0.29%
18,313
-6,880
106
$983K 0.29%
13,825
-7,715
107
$980K 0.29%
17,110
-9,380
108
$972K 0.29%
12,504
-4,455
109
$940K 0.28%
7,937
-5,405
110
$917K 0.27%
23,080
+490
111
$900K 0.27%
55,775
+2,350
112
$899K 0.27%
8,198
+2,250
113
$897K 0.27%
19,959
+1,970
114
$894K 0.27%
7,816
-4,305
115
$873K 0.26%
60,150
-52,900
116
$872K 0.26%
12,328
-1,669
117
$865K 0.26%
+13,410
118
$860K 0.26%
4,360
-2,345
119
$853K 0.25%
31,166
-21,015
120
$850K 0.25%
24,182
-2,671
121
$846K 0.25%
16,925
-8,555
122
$843K 0.25%
13,936
-9,565
123
$840K 0.25%
8,035
-895
124
$808K 0.24%
11,874
-1,099
125
$807K 0.24%
11,952
-8,490
3 4
5
6 7